Renee J. James, Senior Vice President General Manager, Intel Software and Services Group kicked off the second day keynote at the IDF talking about software.

We won’t go into all the details, we will leave some for the iPhone 5 after party, but Renee spent quite some time talking about HTML 5 and Intel’s commitment to it. Renee also mentioned that HTML 5 started off on the wrong foot but he hopes that things can get and run better with the help of Intel. Intel came up with the "transparent computing" concept can harness HTML 5 to make applications that will be platform and OS independent. It wants to see applications working on iPhone, Windows Phone, Android, iOS simultaneously and it plans to invest a lot of money into this area.

Microsoft wants to make HTML5 big with Windows 8 and and it's the future, no doubht about it. The demo that Intel showed introduced an application that works on Ultrabook, Android or other platforms. The way that app works is that you walk by a certain point of interest, like a Union Square San Francisco it can automatically remind you that you need to get to a store and buy some fine chocolate for your loved one.

You can make a social geotag on an Ultrabook with GPS and you would be reminded of the task on your Android, iOS device when you pass that certain point. You can also post such a picture on Facebook, tweet and make the whole world know where you are. It looks interesting.

Renee also demoed HTML 5 Chinese learning application that looks nice as well as some music application but it’s clear that after the failure with operating system hint. MeeGo, Intel thinks that it can do well and help the application word to make a transparent computing where everything works on everything.

Following the introduction of Ivy Bridge, Intel plans to launch another 22nm processor, but this time it will use a new architecture.

You may recall that Intel uses its tick tock model - every year there's either tick or tock, where tick is a new architecture and tock is a new process. It went 45 to 32nm in last two years and now it’s getting ready to move to 22nm.

Yesterday, at a pre-Computex press event, Intel's EVP mentioned that with introduction of Haswell in 2013. The thermals will get better for their Ultrabook strategy. Intel definitely puts a lot of attention to their ultraportable, thin and light notebooks, as this is the only way for them to stay competitive against ARM and a big fear of tablet revolution.

Haswell is promised to have a thermal design reduced by half than today’s design point, and this definitely looks promising, especially as Haswell is only two years always. By the time Haswell comes, we expect to see Windows 8 for ARM and that tablets become a real thing that can sell with more than 250,000 units in a few months, of course for players that don’t have an Apple in their logo.

Rick Bergman, AMD Senior vice president in charge of the graphics group got cocky. He is not afraid to call out Intel and he pulled out trademarked Jen Hsun Huang move known as “Intel rant."

He told his investors that Intel’s "good enough graphics" strategy is not going to fly. Bergman believes that people want the best and he compared Intel’s good enough graphics with a man looking for a good enough lady. He implied that most people won’t dare and tell their better half „honey you are good enough“. At least seven people who report to Bergman though that this is funny.

In the real world most of people only use Facebook, Office applications, media player and browser and for all these application graphics are not crucial. Casual gamers are playing Farmville or other titles that require a S3 Virge 4MB graphics card, the best of 1996, while people who play Call of Duty and other proper games won’t go for anything integrated, as they need better graphics.

Ontario dual-core and Zacate, single core Fusion APUs should provide just enough computing power for entry level users, but AMD will have hard time convincing people to go for its solution as Intel's lowest end Celeron offers enough computing power for people who are playing with Twitter, Facebook and browser, they can even watch HD movies, all on Intel integrated graphics.

Both Zacate and Ontario will have much better graphics than Sandy Bridge, but remember there will be quite inexpensive parts based on Sandy Bridge, and Sandy Bridge graphics should be good enough for most end users. By the time AMD ships Llano in volume, Intel will be at dawn of launching Ivy Bridge, a Fusion CPU that has two times better graphics core than Sandy Bridge. It will be tough for AMD to score a huge marketshare win.